13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
TPHD

TIMOTHY PLAN

100 institutions still hold TIMOTHY PLAN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 887432326·100 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.8%
vs prior quarter
13F value held
$119M
69.0% inst. owned
of float
Holders
100
-136 QoQ
filers reporting
Activity
+72 / −23
+932 added · −814 reduced
this quarter
Concentration
29.93%
WESTWOOD HOLDINGS GROUP INC #1
top holder share
AI Holders Summary · Q1 2026

100 institutions reported TPHD in Q1 2026. WESTWOOD HOLDINGS GROUP INC leads at 29.9% of the visible book. -136 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$36M859K0.26%Q1 202602
LPL Financial LLC
CIK 0001403438
$21M519K0.01%Q1 202603
Christian Investment Advisors, Inc.
CIK 0002055071
$17M428K10.97%Q1 202604
CWM, LLC
CIK 0001535847
$4M106K0.01%Q1 202605
BENJAMIN EDWARDS INC
CIK 0001451623
$4M102K0.04%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M101K0.00%Q1 202607
OneAscent Financial Services LLC
CIK 0001780985
$3M82K0.18%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M71K0.00%Q1 202609
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$3M71K0.18%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M67K0.00%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$3M62K0.00%Q1 202612
Turning Point Benefit Group, Inc.
CIK 0002008513
$2M59K1.18%Q4 202513
Inspire Advisors, LLC
CIK 0001810558
$2M52K0.17%Q1 202614
First Heartland Consultants, Inc.
CIK 0001428793
$2M51K0.16%Q1 202615
WorthPointe, LLC
CIK 0001921448
$2M43K0.49%Q1 202616
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$2M43K0.02%Q1 202617
FAMILY WEALTH PARTNERS, LLC
CIK 0002016217
$2M42K0.59%Q1 202618
Frontier Asset Management, LLC
CIK 0001910146
$2M44K0.39%Q4 202519
Atria Investments, Inc
CIK 0001535865
$2M40K0.02%Q1 202620
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M40K0.05%Q1 2026
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